To add a new member, please first ensure you have an "Admin" or "Manager" role. Members or Read Only users cannot add new team members.

Learn more about team member roles.

 

Adding Team Members

  • Navigate to the Admin link in the left-hand navigation. 
  • Select Team Management from the drop-down menu
  • Select "Invite New Members" in the Team Management view.
  • Enter the email, role, and display name of the person you'd like to invite. 
  • Select "Send Invites."

 

Tips:

  • Invite as many team members at a time as you would like by selecting +Add Invitation
  • Make each display name unique. Team members cannot share the same display name.

Resending a Team Member Invite

Some times team members may not receive their initial invite because they may get erroneously caught in spam filters.

To have an invite resent to a team member, please contact support@shape.io.

 

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